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Integrated Quantitative Investments’s Broadridge BR Stock Holding History

Integrated Quantitative Investments’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,537
Closed -$250K – 404
2026
Q1 		$250K Sell
1,537
-3,824
-71% -$726K 0.05% 354
2025
Q4 		$1.2M Buy
5,361
+1,735
+48% +$396K 0.26% 157
2025
Q3 		$864K Buy
3,626
+8
+0.2% +$1.99K 0.25% 190
2025
Q2 		$879K Buy
+3,618
New +$860K 0.26% 167

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Integrated Quantitative Investments's BR Position: Q2 2026 in Review

Integrated Quantitative Investments sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,537 shares — an estimated $250K sold.

Integrated Quantitative Investments first reported a position in BR in Q2 2025 and held it in 4 quarters. The position peaked at $1.2M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Integrated Quantitative Investments reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Integrated Quantitative Investments sold 1,537 Broadridge shares in Q2 2026, an estimated $250K.
  • Integrated Quantitative Investments first reported a position in Broadridge in Q2 2025 and held it in 4 quarters.
  • Integrated Quantitative Investments's Broadridge position peaked at $1.2M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.